Forum Discussion
Fraser Beadle
Jul 22, 2020Brass Contributor
Is there a way to Move a Plan from one Group to another, or from private to a group?
If I create a plan in Planner in my browser, and select it as a private plan. After it has been created can it subsequently be added to a Teams Group. Also if a plan is one group can it be moved ...
JoeBloggs3000
Feb 20, 2023Copper Contributor
Maybe it wasn't available when this was posted, but for anyone finding this via google, as i just did, you can copy a plan to another group as follows (correct as of 20/02/2023):
Click ... at the top of the plan and select 'Copy plan'.
Select the group to copy the plan to.
This will create a new plan in the selected group with a prefix of 'Copy of '
You can then delete the old plan via ... > Plan settings > Delete this plan (small text at bottom)
Then remove the 'Copy of ' prefix via ... > Plan settings > Plan name
And there you go, plan moved to another group, though hopefully MS add a proper Move option to streamline the process.
Click ... at the top of the plan and select 'Copy plan'.
Select the group to copy the plan to.
This will create a new plan in the selected group with a prefix of 'Copy of '
You can then delete the old plan via ... > Plan settings > Delete this plan (small text at bottom)
Then remove the 'Copy of ' prefix via ... > Plan settings > Plan name
And there you go, plan moved to another group, though hopefully MS add a proper Move option to streamline the process.
- OliverR-1982May 25, 2023Brass ContributorThanks JoeBloggs3000, this worked fine for me.
- SanthoshB1Feb 21, 2023Bronze Contributor
JoeBloggs3000 You are correct. But Attachments and Comments can't be copied over when you select different group than the one the original plan was in.